Your team is charged with keeping the organization out of trouble and having their back when things go wrong. Processes can get delayed or completely derailed when important information sits stale in an inbox. Inefficient processes can represent a real risk for the organization. Why not use a system that covers your back while you cover everyone else’s?

One-touch Service

Provide faster service by getting the right information up front when a customer places a request.

Standardize & Streamline Processes

Save time and resources by building repeatable processes into an easy to use system.

Take Control of Your Processes

Create and update forms as needed (without relying on IT) so only the current version of a form gets submitted.

Easy to Use

Create forms to collect all of the information you need – no coding required.

Templates for Legal Teams

Get started quickly using any of the nearly 20 customizable templates for Legal teams.